PANews reported that, in a discussion of memory-chip competition on X, Musk said China has strong capacity-expansion capabilities after mastering manufacturing, and believes HBM and other advanced memory technologies are more difficult to overcome.
According to Taiwanese media reports, Nanya Technology may raise DRAM contract prices again, with the maximum increase potentially reaching 20%; the company declined to comment.
A SemiAnalysis report says MoE inference efficiency depends more on memory bandwidth, scheduling, and tiered KV cache management, and forecasts that a single pipeline stage may require approximately 400 to 500GB of local high-speed memory in 2027.
